About Us
Our Team
David Whitman, CFP®
David Whitman, CFP® is President of Strategic Investments & Insurance, LLC. He began his career in financial services over 30 years ago. David is a Certified Financial Planner™ professional and provides planning as part of the overall asset management process with clients. He has experience with Retirement Planning, Education Planning, Tax Planning, Insurance Planning, and Estate Planning including charitable giving.
David’s past experience includes working with hedge funds and proprietary trading desks. He was the branch manager of RBC Capital Markets, Inc. in Boca Raton, FL before going independent in 2009.
David obtained a B.B.A. in Finance from Florida Atlantic University in 1995. He lives in Boca Raton with his wife Leslie and two children.
Investment Team
Members of the Investment Team are licensed with Advisory Alpha, LLC, a SEC registered investment advisor.
Steve Osterink, Jr., CFA, CFP®, AIF®
Chief Investment Officer
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Steve Jr. leads the Investment Team through his strong commitment to personal finance and asset management and is the driving force behind the innovation and development of our investment solutions.
Jon Lohr, CFA, CFP®
Research Director
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Jon oversees the Investment Team’s daily investment research and portfolio management responsibilities, including asset allocation research, fund monitoring, due diligence, and investment strategy evaluation and implementation.
Nick Heinrich, CFA, CFP®
Financial Planning Director
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Nick contributes to the Investment Team’s research and portfolio management functions and leads a team of financial planning consultants who utilize various portfolio analysis and planning resources that strive to improve the financial outcomes of our valued clients.
Brian Kragt
Operations Director
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Brian oversees the Investment Team’s trade management and portfolio accounting systems, which includes implementing investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.
Janine Osterink
Chief Compliance Officer
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Janine leads our compliance program and supports our Investment Team by helping us adhere to legal, regulatory, and internal requirements and policies with the goal of promoting trust and reducing risk for our valued clients.
Mike Baker
Technology Director
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Mike leads our technology initiatives on behalf of the Investment Team which impact our client communication and overall client experience as well as support our trade management and portfolio accounting functions.